Retirement Capital Strategies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-14,660
Closed -$783K 48
2018
Q3
$783K Hold
14,660
0.39% 25
2018
Q2
$740K Buy
+14,660
New +$740K 0.39% 14